Blog|29 Jan 2026

Dell's AI server boom outpaces storage revenue growth

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Dell's infrastructure sales have surged due to AI server demand, with server and networking revenues up 69% year-on-year to $16.8bn. However, storage arrays saw a 3% decline, highlighting a disconnect in AI infrastructure spending.

This gap may result from enterprises prioritizing compute resources and storage solutions struggling to meet AI workload demands. The blog explores this dynamic and developments in storage, including:

· Dell's Project Lightning parallel NAS system in development
· Competition from NetApp, Pure Storage, and HPE in AI storage
· Performance gaps between storage and high-speed GPU servers

Read the blog to see how storage evolves for AI.

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